Movement Alert|Monolithic Power Systems Rises 3.18% in Regular Trading, NVIDIA 800V Power Architecture Partnership Endorsement Catalyzes Upside

Market Focus06-03 22:31

On June 3, Monolithic Power Systems rose 3.18% in regular trading, trading at $1,678.43/share, with trading volume of approximately $129 million.

On the news front, NVIDIA officially announced its next-generation 800V power architecture partner list, with MPS included among the endorsed suppliers. The 800V architecture represents a full-scale upgrade of the power conversion chain for AI data centers, as next-generation AI accelerator racks now exceed 120kW in power consumption. MPS, as a core power management IC supplier, stands to directly benefit from this architectural transition where every 1% improvement in conversion efficiency translates to hundreds of millions in annual electricity savings for hyperscale data centers.

Additionally, the power management IC price hike wave continues to support sentiment. MPS issued a price increase notice in March and plans to further expand the scope of price adjustments in July. Peers including Texas Instruments and NXP have also announced plans to raise product prices through June and July, reinforcing expectations for improved profitability in the second half of the year.

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